Individuals and Families
We specialize in meeting the complex investment and wealth management needs of individuals and their families by offering personalized wealth management services. With extensive experience and commitment to serving your needs, we help address diverse wealth management challenges, including:
- Planning for a successful retirement
- Diversifying from a concentrated stock position
- Preparing for a successful transition from business ownership
- Understanding and making the most of executive compensation
- Transferring wealth to future generations
- Integrating philanthropic and investment goals
- Access to Lending Services
Regardless of your situation and needs, we offer personalized, innovative advice and insights informed by deep expertise.
Whether partnering with our client’s other advisors or serving professional practices, financial advisors or other institutions, we offer customized solutions and a collaborative approach. We understand and respect the important role other advisors play in furthering our mutual clients’ goals. To that end, our wealth management professionals form strong working partnerships with our clients’ attorneys, accountants and other trusted advisors helping to ensure that each client’s strategy is both comprehensive and seamlessly executed.
Endowments and Foundations
We offer access to a full range of investment, reporting and specialized services tailored specifically to the needs of endowments and foundations nationwide. We have a long history of serving the special needs of not-for-profit organizations. We understand that multiple constituencies contribute to an endowment or foundation’s success, and are experienced in supporting the requirements and concerns of each, from board members, to professional staff, to external auditors or other key contacts. In working with our clients, we approach our role with a fiduciary mindset, by putting the organization’s mission first. Working in partnership, we contribute our expertise, capabilities and commitment to help not-for-profits achieve their goals.
Our clients benefit from expert strategic asset allocation guidance as well as deep experience in developing investment and spending policy plans that align appropriately with an organization’s overall objectives. We offer access to exceptional investment capabilities across broad asset classes and styles, with a disciplined focus on consistent adherence to strategic intents.
Drawing on resources, we provide full custody and reporting capabilities as well as specialized administrative services. Whether customizing our information delivery to a specific organization’s needs, assisting with cash flow processing and accounting, or sharing our fiduciary knowledge, you can be assured of thoughtful and expert support.